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Asset Planning Inc’s Occidental Petroleum OXY Stock Holding History

Asset Planning Inc’s Portfolio OXY Stock Details OXY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.57K Hold
101
– – ﹤0.01% 252
2025
Q4 		$4.15K Hold
101
– – ﹤0.01% 260
2025
Q3 		$4.77K Hold
101
– – ﹤0.01% 255
2025
Q2 		$4.24K Hold
101
– – ﹤0.01% 252
2025
Q1 		$4.99K Hold
101
– – ﹤0.01% 261
2024
Q4 		$4.99K Buy
+101
New +$5.1K ﹤0.01% 263

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HHII
H&H International Investment Palo Alto, California $20B AUM 9.66% 1-Year Est. Return

Asset Planning Inc's OXY Position: Q1 2026 in Review

Asset Planning Inc held its Occidental Petroleum (OXY) position steady in Q1 2026 at 101 shares worth $6.57K. The position accounts for ﹤0.01% of the portfolio, ranked #252.

Asset Planning Inc first reported a position in OXY in Q4 2024 and has held it in 6 quarters since. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Asset Planning Inc held 101 shares of Occidental Petroleum worth $6.57K as of Q1 2026.
  • Asset Planning Inc left its Occidental Petroleum share count unchanged in Q1 2026.
  • Occidental Petroleum made up ﹤0.01% of Asset Planning Inc's portfolio in Q1 2026, its #252 holding.
  • Asset Planning Inc first reported a position in Occidental Petroleum in Q4 2024 and has held it in 6 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.